DOGMX Mutual Fund
DOGMX Mutual Fund
NAV$9.54
AUM$86M
TER0.25%
Holdings158
See how much of DOGMX you already own
DOGMX Mutual Fund
NAV$9.54
DFA Oregon Municipal Bond Portfolio Institutional Class
AUM$86M
TER0.25%
Holdings158
See how much of DOGMX you already own
DOGMX Mutual Fund Overlap Analysis
DOGMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DOGMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 158 holdings, DOGMX may share significant positions with broad-market funds.
DOGMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DOGMX tax-loss harvesting finds highly correlated but non-identical funds.